Matheson Financial Partners is a fee-only financial planning and wealth management firm specializing in helping sales professionals accumulate and preserve their wealth. Beginning with helping our clients define and prioritize goals, we then create a strategic plan to maximize the opportunities of their variable/bonus comp, or equity compensation plans. As a fiduciary, we manage investments and help clients plan for major life events such as college or retirement while incorporating tax mitigation and estate planning guidance into our planning considerations. Located in the San Francisco Bay Area, we serve our clients locally and virtually nationwide.
Leading our independent firm is Tony Matheson, CFP® - who has spent decades relating to clients who discover that the treadmill of hitting their sales goals has taken precedence over managing what they’ve earned.
How We’re Different
We are experts in financial planning, specialized in partnering with sales professionals.
We’re upfront about our fees, processes and other information you need to know throughout our engagement.
We Leave the Selling to You
As a fee-only firm, we are compensated exclusively by the transparent fee paid to us by you, our client. There is NO sales pitch, NO commissions, & NO products sold